Jan 28, 2025
Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO). This...
Jan 21, 2025
Hosts Brad Wright and Mike Connaughton are joined by James
Costabile and Ryan Van Geons
of iCapital.
James Costabile is Managing Director and Head of US Alternative
Investment Distribution and
Ryan Van Geons is a Senior Vice President, who covers our New
England area for iCapital. Their
team delivers alternative...
Jan 14, 2025
Hosts Michael Connaughton and Chris Boyd are joined by Steve
Tenney,
Founder of Grandview and Company.
Steve Tenney is the Founder of Grandview & Company. After 26
years as
a Senior Portfolio Manager and Senior Vice President at UBS, Steve
and
his team launched Great Diamond Partners, a $700M...